+15.5%
SBUX vs WDAY
-25.5%
+40.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -1.8% |
| 7D | -3.9% | -6.1% | +2.2% | -3.3% |
| 30D | -2.8% | +3.7% | -6.5% | -3.4% |
| 3M | +8.2% | +29.6% | -21.4% | +4.2% |
| 6M | +4.3% | +23.3% | -19.1% | +1.0% |
| YTD | +23.3% | -13.3% | +36.6% | +27.3% |
| 1Y | +24.3% | -19.6% | +43.9% | +29.7% |
| 3Y | +15.5% | -25.7% | +41.1% | +17.4% |
| All | +15.5% | -25.5% | +40.9% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WDAY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling